
中信建投:首程控股全國首家機器人科技體驗店落地 維持 “買入” 評級

CITIC Construction Investment released a research report stating that SHOUCHENG will open the country's first regularly operated robotics technology experience store on October 1, 2025, named "Tao Zhu New Creation Bureau," located at Beijing Rongshi Plaza. The store showcases over 200 robotic products, creating an integrated consumption closed loop. CITIC Construction Investment maintains a "Buy" rating for SHOUCHENG, expecting revenues of HKD 1.479 billion, HKD 1.792 billion, and HKD 2.143 billion for 2025-2027, with net profits attributable to the parent company of HKD 587 million, HKD 754 million, and HKD 909 million
According to the Zhitong Finance APP, CITIC Construction Investment has released a research report stating that SHOUCHENG (00697) is building a business matrix for investment and operation in the infrastructure and technology asset sectors, creating an innovative model of "asset circulation + intelligent operation." In the robotics field, the company is promoting an integrated development path of "investment + operation + ecosystem," deeply transforming into a service platform enterprise for the entire robotics value chain. While the business has growth attributes, the company also possesses high dividend value attributes, and the firm is optimistic about the company's development prospects. The firm expects the company to achieve revenues of HKD 1.479 billion, 1.792 billion, and 2.143 billion from 2025 to 2027, with net profits attributable to the parent company of HKD 587 million, 754 million, and 909 million, respectively, maintaining a "buy" rating.
On October 1, 2025, the first nationally regular operational robotics consumption scenario created by SHOUCHENG—the "Tao Zhu New Creation Bureau" (tentative name) robotics technology experience store—officially opened in Beijing's Rongshi Plaza, with simultaneous appearances at the T3 terminal of the Capital Airport and a pop-up in Chengdu's Chunxi Road. The robotics technology experience store constructs an integrated consumption closed loop of "selection—experience—delivery—service," showcasing over 200 robotic products covering various scenarios such as home companionship, educational entertainment, medical care, and sports entertainment. Consumers can experience them firsthand, truly achieving "tangible, learnable, usable, and portable." The robotics technology experience store is an important extension of SHOUCHENG's robotics industry chain to the C-end. In the future, the company plans to open multiple robotics technology experience stores in core cities across the country, forming an integrated online and offline consumption scenario through the linkage of online live streaming rooms and offline stores, promoting robotics to truly enter thousands of households
